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Client workspace

The Client workspace page gives you a quick overview of the status of client-related work, and lets you open client files. This saves you from needing to click into multiple sections in MYOB Practice to get the information you need.

To view a client's workspace, either click a client's name in the Contacts list or in Client sidebar.

To open a client's file from the client's workspace, in the Transaction processing section, click the AccountRight, Essentials or Ledger File Name. The file opens in a new browser tab.

The Client workspace appears differently depending on whether you use MYOB AE/AO or not.

Sections within the client workspace

Transaction processing

The details in the Transaction processing section are the same regardless of whether you use MOYB AE/AO.
MYOB Essentials or AccountRight, Cashbook file's transaction coding status.
You can click the AccountRight, Essentials or Ledger File Name to open the file in a new browser tab.

  • You can also open files from the Transaction processing page

  • When you try to access a file from Transaction processing the first time, you may see a list of all of your client's businesses rather than the dashboard for that business. Click the business again to access it.

  • If you were previously opening AccountRight files on the desktop via the Transaction processing page, you no longer need the AccountRight Launcher. There are still some features on the way for working with AccountRight files in the browser. For these features, you'll need to work with the file in the AccountRight desktop app (but you won't need the launcher for opening the file from Transaction processing).

Compliance - AU

If you use MYOB AE/AO, compliance forms such as activity statements and tax returns will be listed here. Use the + to create a form from here.
If you don't use MYOB AE/AO, the activity statements will be listed here.

Tasks

The details in the Tasks section are the same whether you use MYOB AE/AO or not. Lists outstanding tasks sent to your client.

Details

If you use MYOB AE/AO, you cannot edit any details. Make any changes in AE/AO.
If you don't use MYOB AE/AO, you can use edit the contact details using the  Edit button or click Edit Contact details.

Family group (AE/AO users only)

The family group the clients belong to. Click the family group name to view all the clients in that family group. To see the associations and relationships, click  in the Details section.

This is a read-only field. Go to MOYB AE/AO to make any changes to family groups and associations.

Portal

The client's portal name.